Pension adviser and investment manager Tideway Investment Partners has created a range of online tutorials that provide information, explanation and guidance on defined benefit (DB) transfers.
The firm said the free tutorials were designed to help people understand their options and start to think about what their DB pension meant to them. They are aimed at potential clients, along with those who might have an interest in the process, it added. The 10 to 15-minute online tutorials can be watched online and cover topics such as why transfer values go up and down, why taking a tax-free cash sum can impact a transfer decision, and how to lower the risks associated with income drawdown. The videos do not form part of Tideway's triage process, said the firm, which does not have ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
